Articles
The Monthly Edit – December 25
Market headlines Global equities end the year on a strong note Despite some late-December volatility, global equities posted nearly +20%for the third consecutive year. Returns broadened across regions and sectors. European markets gained over 20%, UK large-caps and...
2026 Investment Outlook
Reflecting on 2025: From record highs to rising risks 2025 has been a remarkably resilient year for global equities with a number of indices reaching record highs, supported by resilient economic growth, strong earnings reports and lower-than-expected tariff impacts....
The Monthly Edit – September 2025
We examine the markets daily, and our monthly update is a selection of key global stories explained through an investment lens. Market headlines Another positive month for equities Global equity markets reached all-time highs as investors gained confidence from...
The Monthly Edit – August 2025
We examine the markets daily, and our monthly update is a selection of key global stories explained through an investment lens. Market headlines Global equity markets reach all-time highs - US equities were boosted by a strong Q2 earnings season, with more than 80% of...
The Monthly Edit – July 2025
We examine the markets daily, and our monthly update is a selection of key global stories explained through an investment lens. Market headlines Global equities notch up fresh record US dollar highs in July. The MSCI All Country World Index in US dollar terms notched...
The Monthly Edit – June 2025
We examine the markets daily, and our monthly update is a selection of key global stories explained through an investment lens. Market headlines Global equities in US dollar terms back to record highs in June. The MSCI All Country World Index in US dollars was back to...
The Monthly Edit – May 2025
We examine the markets daily, and our monthly update is a selection of key global stories explained through an investment lens. Market headlines Equity markets notch up a decent month, as the continued tariff pause spurs relief rally. May saw equity markets continue...
The Monthly Edit – April 2025
We examine the markets daily, and our monthly update is a selection of key global stories explained through an investment lens.Market headlinesHuge volatility hits markets in April. April saw huge volatility in global markets, as investors reeled first from fears over...